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Credit Card Questionnaire
Pls fill out this brief questionnaire to help me get a better idea of how I can help you. TY! 
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Name *
Email *
1. What would you like help with?  *
Required
2. What credit cards do you currently have? *
  • Pls make a bulleted list (see example below). 
  • Pls include name of issuer (ie. Chase, American Express, Capital One, etc).
  • Pls include the month and date of card applications/approvals.
  • Include authorized user cards and/or cards that have been closed, if applicable. 
Example:
- Discover IT: 08/2018 (closed on 04/2020)
- Chase Freedom Flex: 02/2020
- Chase Sapphire Reserve: 10/2020 (Authorized User under spouse)
- Apple Card: 03/2021
- Capital One Venture: 12/22
3. What is your average monthly spend?  *
*** NOT INCLUDING RENT / MORTGAGE / TUITION / STUDENT LOANS ***
4. Do you have any BIG purchases coming up in the near future / next three months?  *
BIG purchase = anything more than $1000. 
5. Are you planning on buying a house and/or car in the next 6 months? 
Clear selection
6. What are your goals?  *
Required
8. How do you feel about annual fee credit cards? 
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9. Other Questions / Comments :)
Use this section if you have questions on:
  • specific credit cards.
  • if you are debating on one card over another.
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